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BOK Financial Private Wealth’s Grayscale Bitcoin Trust GBTC Stock Holding History

BOK Financial Private Wealth’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40
Closed -$2.11K – 798
2026
Q1 		$2.11K Buy
+40
New +$2.38K ﹤0.01% 395
2025
Q1 		– Sell
-100
Closed -$7.4K – 553
2024
Q4 		$7.4K Hold
100
– – ﹤0.01% 386
2024
Q3 		$5.05K Sell
100
-11
-10% -$535 ﹤0.01% 436
2024
Q2 		$5.32K Hold
111
– – ﹤0.01% 401
2024
Q1 		$6.32K Buy
+111
New +$4.88K ﹤0.01% 385

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BOK Financial Private Wealth's GBTC Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 40 shares — an estimated $2.11K sold.

BOK Financial Private Wealth first reported a position in GBTC in Q1 2024 and held it in 5 quarters. The position peaked at $7.4K in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • BOK Financial Private Wealth reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 40 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $2.11K.
  • BOK Financial Private Wealth first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 5 quarters.
  • BOK Financial Private Wealth's Grayscale Bitcoin Trust position peaked at $7.4K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.